Bright Portfolios

Finance · Missouri, United States · 1-10 Employees

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Overview

Headquarters

11 SE 2nd St, Lees Summit, Missouri, 640...

Phone Number

(877) 274-7678

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Bright Portfolios

Bright Portfolios is a professional investment management firm dedicated to promoting the common good through value-driven investments. The firm partners with financial professionals, consultants, and institutions to create positive impacts on communities and the environment. Their investment strategies include Focused Equity, Diversified Equity, Fixed Income Ladder, and Diversified Fixed Income, all aimed at delivering superior long-term returns for stakeholders. Bright Portfolios operates with a philosophy rooted in stakeholder value creation, emphasizing responsible investing.Explore more
Bright Portfolios's Social MediaPopular SearchesBright Portfolios LLCBright PortfoliosSIC Code 62,628NAICS Code 52,523Show more

Bright Portfolios Org Chart

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JB
United States flag for contact location.

Investing for the Common

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Compare insights from companies similar to Bright Portfolios, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bright Portfolios

<$5M
1-10
Private
-
2017
JB
Joshua BarlowInvesting for the Common
<$5M
11-50
Private
-
1998
Donald Conrad, President & Chief Executive Officer at Conrad Capital Management
Donald ConradPresident & CEO
<$5M
1-10
Private
-
1999
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Bright Portfolios is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Bright Portfolios is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bright Portfolios.

Bright Portfolios Tech Stack

A closer look at the technologies used by Bright Portfolios

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Frequently Asked Questions Regarding Bright Portfolios

What is Bright Portfolios's official website?
Bright Portfolios's official website is www.brightportfolios.com
What is Bright Portfolios's Revenue?
Bright Portfolios's revenue is <$5 Million
What is Bright Portfolios's SIC code?
Bright Portfolios's SIC: 62,628
What is Bright Portfolios's NAICS code?
Bright Portfolios's NAICS: 52,523
How many employees does Bright Portfolios have?
Bright Portfolios has 1-10 employees
What industry does Bright Portfolios belong to?
Bright Portfolios is in the industry of: Finance, Securities Trading
What is Bright Portfolios competition?
Bright Portfolios top competitors include: Pillar Wealth Management, Wealth Advisory Services, Pine Haven Investment Counsel, Holliger Financial Consultants
What technology does Bright Portfolios use?
Some of the popular technologies that Bright Portfolios uses are: Google Universal Analytics, Cloudflare CDN, Squarespace Online Stores, Adobe Typekit
How do I contact Bright Portfolios?
Bright Portfolios contact info: Phone number: (877) 274-7678 Website: www.brightportfolios.com
What does Bright Portfolios do?

Bright Portfolios is a professional investment management firm dedicated to promoting the common good through value-driven investments. The firm partners with financial professionals, consultants, and institutions to create positive impacts on communities and the environment. Their investment strategies include Focused Equity, Diversified Equity, F... ixed Income Ladder, and Diversified Fixed Income, all aimed at delivering superior long-term returns for stakeholders. Bright Portfolios operates with a philosophy rooted in stakeholder value creation, emphasizing responsible investing.Read More

What are Bright Portfolios social media links?
Bright Portfolios Linkedin page
Is Bright Portfolios a public company?
Bright Portfolios is private company therefore does not currently have an official ticker symbol
See more information about Bright Portfolios

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